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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,135 | $83,485+5.6% | $125,195-29.6% | $72,976+20.8% |
| Participation rate | 64.1% | 73.3%-9.2pp | 79.8%-15.7pp | 69.5%-5.4pp |
| Annual return | 8.72% | 25.77%-17.0pp | 43.79%-35.1pp | 81.02%-72.3pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,866-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,193 | $3,586-11.0% | $4,937-35.3% | $3,608-11.5% |
| Admin fee / account holder | $18,835 | $5,518+241.3% | $9,704+94.1% | $5,124+267.6% |